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BX

Blackstone

$33.28

-0.0032 (-0.01%)

11:01
02/13/18
02/13
11:01
02/13/18
11:01

Blackstone names Tony James as Executive Vice Chairman

BX Blackstone
$33.28

-0.0032 (-0.01%)

01/12/18
JPMS
01/12/18
UPGRADE
Target $46
JPMS
Overweight
Blackstone upgraded to Overweight from Neutral at JPMorgan
JPMorgan analyst Kenneth Worthington upgraded Blackstone to Overweight and raised his price target for the shares to $46 from $35. The analyst sees Blackstone entering its next fundraising cycle later this year and expects it to raise nearly $200B over the next two years. This should higher earnings and a higher stock price, Worthington tells investors in a research note. The analyst notes that shares have been the worst performing of the major alternative asset managers over the last two years.
01/30/18
MSCO
01/30/18
NO CHANGE
MSCO
Morgan Stanley says Ares may be first, Apollo may gain most from C-corp convert
Morgan Stanley analyst Michael Cyprys said he sees an opportunity for Alternative Asset Managers to unlock value by converting to C-corps, as shifting from a partnership structure could help alleviate some tax reporting complexities and expand the universe of eligible investors. He sees Ares Management (ARES) as possibly the first to convert and expects a potential announcement or indications of management's intentions about a conversion when the company reports earnings on February 15. While Ares may be first, Cyprys sees Apollo Global (APO) as potentially being able to unlock the most value from a conversion, with 26% near-term upside possible if the shares re-rate. He sees a less favorable conversion scenario for asset managers with lower taxes and/or greater exposure to performance fees, including KKR (KKR), Carlyle Group (CG) and Blackstone (BX), Cyprys tells investors.
01/31/18
DADA
01/31/18
NO CHANGE
Target $174
DADA
Neutral
Thomson Reuters-Blackstone F&R talks are negative for FactSet, says DA Davidson at DA Davidson
DA Davidson analyst Peter Heckmann says that yesterday's disclosure of advanced talks between Blackstone (BX) and Thomson Reuters (TRI) about the sale of the latter's Financial & Risk - F&R - operations is a negative for Factset (FDS). The analyst believes that most of the market share wins for Factset have come from Reuters over the past two decades, and Blackstone's ability to better focus investments in the financial data business may make competitive wins for difficult. Heckmann keeps his Neutral rating and $174 price target, adding "FactSet's shares will be challenged to outperform the peer group over the next year".
01/31/18
MSCO
01/31/18
NO CHANGE
Target $40
MSCO
Overweight
Blackstone could be next disruptor, says Morgan Stanley
Following Blackstone's (BX) purchase of a 55% stake in Thomson Reuters' Financial and Risk business, Morgan Stanley analyst Michael Cyprys said Blackstone's deal signals the growing value in data and he sees opportunities for the asset manager to enhance its tool kit with big data and AI in order to bring transformational change to companies and industries. With nearly $100B in dry powder on which leverage can be applied, suggesting well over half trillion in spending power, Cyprys sees potential for Blackstone to act as a disruptor, he tells investors. The analyst keeps an Overweight rating and $40 price target on Blackstone shares.

TODAY'S FREE FLY STORIES

MMLP

Martin Midstream Partners

$16.05

-0.2 (-1.23%)

07:47
02/21/18
02/21
07:47
02/21/18
07:47
Conference/Events
Martin Midstream Partners to hold a guidance conference call »

Conference call to…

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  • 15

    May

MOS

Mosaic

$26.76

1.33 (5.23%)

07:46
02/21/18
02/21
07:46
02/21/18
07:46
Technical Analysis
Technical Take: Mosaic moves higher, analyst action »

In pre-market trading,…

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    Feb

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    Feb

SWDBY

Swedbank

$25.49

-0.43 (-1.66%)

07:46
02/21/18
02/21
07:46
02/21/18
07:46
Conference/Events
Swedbank management to meet with JPMorgan »

Meetings to be held in…

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  • 21

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MDR

McDermott

$7.89

0.04 (0.51%)

07:46
02/21/18
02/21
07:46
02/21/18
07:46
Earnings
McDermott sees FY18 sees FY18 EPS 42c-52c, consensus 46c »

Sees FY18 revenue…

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  • 21

    Feb

OKTA

Okta

$35.84

1.09 (3.14%)

07:45
02/21/18
02/21
07:45
02/21/18
07:45
Recommendations
Okta analyst commentary  »

Okta price target raised…

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  • 26

    Feb

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  • 07

    Mar

K

Kellogg

$69.68

0.02 (0.03%)

07:44
02/21/18
02/21
07:44
02/21/18
07:44
Hot Stocks
Kellogg affirms 2018 guidance and plan, including 2018 adjusted EPS up 9%-11% »

In slides being presented…

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  • 21

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MDR

McDermott

$7.89

0.04 (0.51%)

07:44
02/21/18
02/21
07:44
02/21/18
07:44
Earnings
McDermott reports Q4 EPS 10c, consensus 4c »

Reports Q4 revenue…

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  • 21

    Feb

PTLA

Portola Pharmaceuticals

$48.22

0.53 (1.11%)

07:43
02/21/18
02/21
07:43
02/21/18
07:43
Recommendations
Portola Pharmaceuticals analyst commentary  »

Portola Pharmaceuticals…

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  • 28

    Feb

  • 04

    May

HD

Home Depot

$186.71

-0.26 (-0.14%)

07:43
02/21/18
02/21
07:43
02/21/18
07:43
Recommendations
Home Depot analyst commentary  »

Home Depot price target…

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  • 30

    May

GPC

Genuine Parts

$94.67

-5.16 (-5.17%)

07:39
02/21/18
02/21
07:39
02/21/18
07:39
Recommendations
Genuine Parts analyst commentary  »

Genuine Parts price…

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  • 07

    Mar

OC

Owens Corning

$87.15

-0.325 (-0.37%)

07:38
02/21/18
02/21
07:38
02/21/18
07:38
Hot Stocks
Owens Corning expects FY18 corporate expenses $140M-$150M »

The company said,…

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  • 21

    Feb

FSLR

First Solar

$66.58

0.73 (1.11%)

07:37
02/21/18
02/21
07:37
02/21/18
07:37
Hot Stocks
First Solar to build 200MWac solar plant in Twiggs County, GA »

First Solar is set to…

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  • 22

    Feb

  • 15

    Mar

TTS

Tile Shop

07:37
02/21/18
02/21
07:37
02/21/18
07:37
Earnings
Tile Shop reports Q4 EPS (5c), consensus 5c »

Reports Q4 revenue…

03/08/13
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  • 21

    Feb

WMT

Walmart

$94.11

-10.67 (-10.18%)

07:37
02/21/18
02/21
07:37
02/21/18
07:37
Recommendations
Walmart analyst commentary  »

Walmart should be bought…

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  • 25

    Feb

  • 28

    Feb

  • 07

    Mar

  • 18

    Mar

HALO

Halozyme

$18.48

-0.06 (-0.32%)

07:37
02/21/18
02/21
07:37
02/21/18
07:37
Recommendations
Halozyme analyst commentary  »

Halozyme pipeline…

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  • 09

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    Apr

EROS

Eros International

$13.30

0.6 (4.72%)

07:36
02/21/18
02/21
07:36
02/21/18
07:36
Hot Stocks
Eros International sees reaching 6-8M paying Eros Now subscribers by March 31 »

Prem Parameswaran, Group…

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  • 21

    Feb

  • 05

    Mar

PK

Park Hotels & Resorts

$26.55

-0.63 (-2.32%)

07:36
02/21/18
02/21
07:36
02/21/18
07:36
Downgrade
Park Hotels & Resorts rating change  »

Park Hotels & Resorts…

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  • 02

    Mar

SIX

Six Flags

$66.18

-3.2 (-4.61%)

07:36
02/21/18
02/21
07:36
02/21/18
07:36
Recommendations
Six Flags analyst commentary  »

Six Flags selloff a…

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  • 23

    May

SHO

Sunstone Hotel

$15.27

-0.31 (-1.99%)

07:36
02/21/18
02/21
07:36
02/21/18
07:36
Upgrade
Sunstone Hotel rating change  »

Sunstone Hotel upgraded…

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EROS

Eros International

$13.30

0.6 (4.72%)

07:36
02/21/18
02/21
07:36
02/21/18
07:36
Earnings
Eros International reports Q3 EPS (8.6c), consensus 8c »

Reports Q3 revenue…

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  • 21

    Feb

  • 05

    Mar

FG

FGL Holdings

$9.62

-0.05 (-0.52%)

07:35
02/21/18
02/21
07:35
02/21/18
07:35
Conference/Events
FGL Holdings management to meet with JPMorgan »

Meeting to be held in New…

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  • 23

    Feb

  • 01

    Mar

OC

Owens Corning

$87.23

-0.21 (-0.24%)

07:35
02/21/18
02/21
07:35
02/21/18
07:35
Earnings
Owens Corning reports Q4 adjusted EPS $1.11, consensus $1.04 »

Reports Q4 revenue $1.6B,…

03/08/13
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  • 21

    Feb

MU

Micron

$44.90

0.69 (1.56%)

, MSFT

Microsoft

$92.72

0.72 (0.78%)

07:35
02/21/18
02/21
07:35
02/21/18
07:35
Options
Unusual call flow in option market yesterday »

Notable call activity was…

MU

Micron

$44.90

0.69 (1.56%)

MSFT

Microsoft

$92.72

0.72 (0.78%)

INTC

Intel

$46.32

0.76 (1.67%)

WFC

Wells Fargo

SQ

Square

$44.93

0.82 (1.86%)

ATVI

Activision Blizzard

$70.84

0.65 (0.93%)

BUD

AB InBev

$105.35

-0.77 (-0.73%)

VIPS

Vipshop

$18.38

0.28 (1.55%)

MYL

Mylan

$41.34

-0.8 (-1.90%)

CREE

Cree

$37.09

0.38 (1.04%)

03/08/13
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  • 23

    Feb

  • 25

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  • 26

    Feb

  • 27

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  • 28

    Feb

  • 01

    Mar

  • 06

    Mar

  • 07

    Mar

  • 07

    Mar

  • 08

    Mar

  • 14

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    Mar

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  • 13

    Nov

07:35
02/21/18
02/21
07:35
02/21/18
07:35
General news
U.S. MBA mortgage market index sank 6.6% »

U.S. MBA mortgage market…

IPHS

Innophos Holdings

$42.67

-0.58 (-1.34%)

07:33
02/21/18
02/21
07:33
02/21/18
07:33
Earnings
Innophos Holdings sees FY18 adjusted EPS up 10%-14%, consensus $2.86 »

Sees FY18 revenue up…

03/08/13
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03/08/13
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  • 21

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